Jonathan Kirkwood
3a4b7dfd8b
Pre-release audit fixes: - External Administrators can only act on investors already in their own funds (grant_access, create_statement, set_partner_exited, import match), closing a cross-fund account-takeover chain. - Role and is_active changes are gated: no self-escalation, non-approvers cannot mint or alter approver accounts, and the Service Admin is protected. - must_change_password is enforced server-side, not just in the client. - Session cookie is Secure with a 12h max-age and SameSite; CSP and standard security headers on every response; the app refuses to boot on a known or short session secret; uvicorn runs with proxy-headers so login throttling keys on the real client IP behind the platform proxy. - Import preview no longer confirms cross-fund investors; no-store on document downloads. - Adds backend/tests/test_security_hardening.py (15 tests); full suite 76 passing. - SECURITY-AUDIT.md records the swarm audit, findings, and remediation status.
Ten31Portal
Internal system of record for Ten31 entities, holdings, positions, and quarterly valuation sign-off.
Accounts and access
Two kinds of accounts:
- Internal staff (
approver,cfo,fund_admin,viewer) — the full back-office app (entities, holdings, valuations, import, audit).approverandcfoalso get the admin screens below. - External accounts (
investor,fund_administrator) — a separate, entity-scoped portal. An external account only sees the entities granted to it.- Investor — sees, per fund, their latest capital-account value and history, plus documents shared to the fund or addressed privately to them (e.g. their K-1).
- Fund administrator — sees assigned entities and can upload documents for them (shared or addressed to a specific investor).
Admin screens (Users / Documents / Capital Accounts, visible to approver and cfo)
let you create an account with a username and password, check off which entities it can
view, upload documents, and enter each investor's capital-account figures.
Login accepts a username or an email. The first admin is created from the CLI:
ten31portal-cli create-user --name "You" --username admin --role cfo --password '...'
# --email is optional; external accounts are normally created from the Users screen.
Prerequisites
- Python 3.11+
- Node.js 20+
Backend
cd backend
python -m venv .venv
source .venv/bin/activate
pip install -e .
uvicorn ten31portal.main:app --reload --port 8000
Health check: GET http://localhost:8000/api/health
Frontend
cd frontend
npm install
npm run dev
Opens at http://localhost:5173. Proxies /api to the backend on port 8000.
Project structure
ten31portal/
backend/
ten31portal/ # FastAPI application
main.py # App object and health endpoint
config.py # Env-based configuration
pyproject.toml
frontend/
src/
App.tsx # Main component
main.tsx # Entry point
vite.config.ts
deploy/ # StartOS packaging (Issue 17)
SPEC.md # v1 issue specs